How do I contact Client Success?

We can be contacted via email at

Below are some notes to assist us in resolving your issue as quickly as possible:

  • For general questions:
    • Please be as specific as possible.
    • If we're troubleshooting a particular event, please include the event name, event date(s), and a screenshot or screen recording of the behavior when possible.
  • For updates to Document Templates or Reports/Dashboards:
    • Include the names of all items which should be updated.
    • Please be as specific as possible about the changes to be made. For templates, if there are extensive changes please send a document with changes marked.
  • For reports and dashboard issues:
    • Be as specific as possible when describing the issue.
    • Include the date range or other parameters to use when testing the Report/Dashboard.
    • Include screenshots of errors when possible.

We look forward to speaking with you!